How to Use the Clientify MCP in Mastra AI

Q: How do I connect Clientify to my Mastra AI agent?

Add your Vinkius MCP server URL to the MCPClient configuration in your Mastra agent. Mastra will automatically discover and integrate all the available Clientify tools.

Q: Can I require human approval for Clientify actions with Mastra AI?

While this MCP server only has read-only tools, Mastra's requireToolApproval still works. You could have an agent propose a follow-up based on getdealdetails, then wait for a human to approve before it proceeds.

Q: How can I sync contacts between systems using Clientify and Mastra AI?

Use listclientifycontacts to get all your contacts. Then, in your Mastra workflow, loop through them and use another tool to create or update them in a different system. Mastra's engine manages the whole process.

Automate your Clientify CRM workflows with Mastra AI. Build reliable, multi-step sales and marketing bots.

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Connect Clientify MCP to Mastra AI

Create your Vinkius account to connect Clientify to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Clientify with Mastra AI

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Build Resilient CRM Workflows

Chain Clientify tools together to create complex automations. For example, use `list_sales_deals` to find stalled deals, then `get_deal_details` to check the owner, and finally trigger another action. Mastra's engine handles the state between steps. The real power is in the error handling. If a call to `get_contact_crm_details` fails, Mastra can automatically retry with exponential backoff. You build workflows that don't fall over at the first network hiccup.

Automate Pipeline and Contact Management

Stop managing your CRM by hand. Build an agent that uses `list_crm_activities` to find contacts you haven't talked to in a month and adds a task for you. Or use `list_clientify_companies` to find records missing key data and flag them for review. You can set up conditional logic. For instance: IF a deal from `list_sales_deals` is in the 'Negotiation' stage AND has no recent activity from `list_crm_activities`, THEN send a notification. This is what Mastra's workflow engine is built for.

Deploy Your Clientify Agent Anywhere

Once you've defined your workflow, Mastra lets you deploy it with a single command. Your Clientify agent can run on a schedule in any cloud environment, processing data and managing your CRM in the background. This MCP Server gives you the building blocks. Tools like `list_sales_pipelines` and `get_my_clientify_profile` provide the context your agent needs to operate reliably, even when running headlessly in a CI/CD pipeline.

Setup guide

Set up Clientify MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Clientify tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "clientify-mcp-client",
  servers: {
    "clientify-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Clientify Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Clientify tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Clientify transactions"
);
console.log(result.text);

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clientify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Clientify MCP in Mastra AI

Add your Vinkius MCP server URL to the `MCPClient` configuration in your Mastra agent. Mastra will automatically discover and integrate all the available Clientify tools.

While this MCP server only has read-only tools, Mastra's `requireToolApproval` still works. You could have an agent propose a follow-up based on `get_deal_details`, then wait for a human to approve before it proceeds.

Use `list_clientify_contacts` to get all your contacts. Then, in your Mastra workflow, loop through them and use another tool to create or update them in a different system. Mastra's engine manages the whole process.

Mastra's built-in retry logic will handle it. It will attempt to call the tool again with increasing delays, which prevents your entire workflow from failing due to a temporary outage.

This server reads your CRM data—specifically contacts, deals, companies, and activities. Vinkius isolates each request in a sandboxed environment. Your auth token is the only key, and no data persists after your workflow step is complete.

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